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Sponsor portfolio

ACADEMY OF BASIC EDUCATION

EIN 39-0987840-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$87K premiums
Participants
347
3462 N BROOKFIELD RD. - BROOKFIELD, WI 53045262-783-3200LinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$23.1M - 205 part#502Fully Insured-$87K - 142 lives

Benefits portfolio analytics

1 plan / $87K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$87K
  • Vision$87K
  • Life$87K
  • Long-term disability$87K
Total $87K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $87K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • R & R INSURANCE SERVICES INC100%
Total $10K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BROOKFIELD ACADEMY RETIREMENT PLAN

401k

Assets$23.1M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE ACADEMY OF BASIC EDUCATION LIFE AND DISABILITY PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$87K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROOKFIELD ACADEMY RETIREMENT PLAN401k$23.1M2052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE ACADEMY OF BASIC EDUCATION LIFE AND DISABILITY PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$87K1422025
Retirement plans
Welfare plans
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